| Name | Title | Contact Details |
|---|---|---|
Chris Phillips |
Vice President, Data Analytics | Profile |
Connor Frazee |
Director of Information Security | Profile |
Karen Coker |
Director of Third Party Risk and Vendor Management | Profile |
Our platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past. In doing so, we`re automating the process by which $500 billion in 401k assets is rolled over each year.
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